For firm owners
A Discreet Exit — Without Disrupting What You’ve Built
Selling an accounting firm isn’t just a financial decision. It’s personal.
Your reputation, your team, and your client relationships have been built over decades — often within a tight‑knit local community. A poorly handled sale risks damaging everything you’ve worked for.
We help firm owners exit quietly and professionally, ensuring continuity for staff and clients while securing a strong, fair valuation from buyers who understand the responsibility that comes with ownership.
No public listings. No unnecessary disruption. No pressure to sell before you’re ready.
Our Process
Week 1–2
Valuation & Positioning
- Confidential valuation call
- Exit readiness score
- Market positioning for a premium offer
Week 3–6
Buyer Introductions
- Off‑market outreach
- Buyer conversations managed for you
- Competitive offer negotiation
Week 7–12
Due Diligence & Handover
- Deal progression & documentation
- Owner transition support
- Minimal disruption to staff and clients
How We Help You Sell at a Premium
Maximise Valuation
Buyers pay more when they believe the firm will thrive after acquisition. We position your firm as a safe, profitable investment — encouraging competition.
We bring 15+ years of experience helping accounting firms (5–200+ staff) improve operations, workflows, and profitability through better systems and visibility.
Sell Fast
We already work with motivated, funded buyers actively seeking firms that fit your profile.
Protect Your Legacy
Your reputation matters. We prioritise continuity for staff and clients throughout the process.
Optional: Value Boost Before Sale
We can help you improve valuation before going to market:
- Reduced owner dependency
- Cleaner workflows
- Clearer profitability by client and service
- Improved buyer confidence
Book a Confidential Valuation Call
V1 form. You can swap this to Calendly later if preferred.